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WYOMING VALLEY MONTESSORI SCHOOL TDA 401k Plan overview

Plan NameWYOMING VALLEY MONTESSORI SCHOOL TDA
Plan identification number 001

WYOMING VALLEY MONTESSORI SCHOOL TDA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WYOMING VALLEY MONTESSORI ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:WYOMING VALLEY MONTESSORI ASSOCIATION, INC.
Employer identification number (EIN):231729715
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WYOMING VALLEY MONTESSORI SCHOOL TDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01DENNIS J PUHALLA2013-09-06
0012011-07-01DENNIS J PUHALLA2012-08-28
0012010-07-01DENNIS J PUHALLA2011-09-13

Financial Data on WYOMING VALLEY MONTESSORI SCHOOL TDA

Measure Date Value
2025 : WYOMING VALLEY MONTESSORI SCHOOL TDA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2429350
Net assets as of the end of the plan year2025-08-241011641
Total assets as of the beginning of the plan year2025-08-24776078
Participant contributions to plan in this plan year2025-08-2431844
Value of participant loans at end of plan year2025-08-247458
Other expenses paid from plan in this plan year2025-08-24125
Other contributions to plan in this plan year2025-08-24146908
Other income to plan in this plan year2025-08-2486161
Plan net income in this plan year2025-08-24235563
Net assets as of the end of the plan year2025-08-241011641
Net assets as of the beginning of the plan year2025-08-24776078
Fees paid to broker by Benefit Provider2025-08-245827
2024 : WYOMING VALLEY MONTESSORI SCHOOL TDA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2226193
Net assets as of the end of the plan year2024-08-22776078
Total assets as of the beginning of the plan year2024-08-22680831
Participant contributions to plan in this plan year2024-08-2223528
Other expenses paid from plan in this plan year2024-08-22125
Other income to plan in this plan year2024-08-2297912
Plan net income in this plan year2024-08-2295247
Net assets as of the end of the plan year2024-08-22776078
Net assets as of the beginning of the plan year2024-08-22680831
Fees paid to broker by Benefit Provider2024-08-225059
2022 : WYOMING VALLEY MONTESSORI SCHOOL TDA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-2531297
Net assets as of the end of the plan year2022-08-25564589
Total assets as of the beginning of the plan year2022-08-25630740
Participant contributions to plan in this plan year2022-08-2544261
Other expenses paid from plan in this plan year2022-08-2575
Other income to plan in this plan year2022-08-25-79115
Plan net income in this plan year2022-08-25-66151
Net assets as of the end of the plan year2022-08-25564589
Net assets as of the beginning of the plan year2022-08-25630740
Fees paid to broker by Benefit Provider2022-08-254012

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